GSWM
RBC icon

Golden State Wealth Management’s RBC Bearings RBC Stock Holding History

Golden State Wealth Management’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.6K Hold
49
– – ﹤0.01% 845
2025
Q4 		$22K Hold
49
– – ﹤0.01% 901
2025
Q3 		$19.1K Hold
49
– – ﹤0.01% 921
2025
Q2 		$18.9K Sell
49
-78
-61% -$27.5K ﹤0.01% 903
2025
Q1 		$40.9K Hold
127
– – 0.01% 635
2024
Q4 		$38K Buy
+127
New +$39.1K 0.01% 631
2022
Q1 		$837K Sell
4,316
-2
-0% -$382 0.16% 124
2021
Q4 		$872K Buy
4,318
+52
+1% +$11.2K 0.15% 140
2021
Q3 		$905K Sell
4,266
-808
-16% -$175K 0.2% 101
2021
Q2 		$1.01M Buy
+5,074
New +$1M 0.22% 95

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DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VCM
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return